Managing Director - Family Office

We are seeking a highly driven and entrepreneurial Managing Director with a strong background in Financial Planning & Analysis (FP&A) to lead and scale a diversified investment portfolio growing from approximately $300M to $1B+ AUM.

Requirements

• 7–12+ years of experience in FP&A, corporate finance, or a VP of Finance or Operations role
• Strong financial modeling, forecasting, and analytical skills
• Deep understanding of financial statements, tax structures, and entity management